光大证券称，沪指一旦突破3500点，有望进一步提振市场人气和信心，吸引更多的资金进场。近期，中 报业绩预告不断，部分绩优公司受到市场的持续追捧，并带动了相关行业板块的炒作，可关注中报绩优 的行业板块。 中信建投分析，从各个国家对美国关税谈判的态度和结果来看，预计中美之间的关税发展趋势将趋于缓 和，压制市场的因素将得到缓解。7月市场将进入业绩披露期，近期红利方向持续表现，说明资金或将 围绕业绩线充分挖掘投资机会，7月可关注政治局会议前后能否释放新的政策信号。 方正证券鼎航投顾团队执行总监肖慕湘认为，7月中上旬市场指数或维持震荡上行。下半年科技仍是主 线，但需警惕高估值回调风险。市场短期以结构性行情为主，建议围绕"政策+业绩"双主线布局，避免 追高，关注量能变化及北向资金动向。 三湘都市报7月9日讯（全媒体记者 潘显璇）A股三大指数今日开盘后震荡走高，沪指盘中站上了3500点 关口，创下年内新高，这也是沪指时隔8个月重返3500点。遗憾的是A股尾盘出现跳水，沪指由涨转 跌，3500点得而复失。 截至收盘，沪指跌0.13%，收报3493.05点；深证成指跌0.06%，收报10581.80点；创业板指涨0.16%，收 ...

Market Overview - The Shanghai Composite Index attempted to break through the 3500-point mark on July 9 but ultimately closed at 3493.05 points, reflecting a slight decline of 0.13% [2] - The market showed mixed performance with the Shenzhen Component Index down 0.06% and the ChiNext Index up 0.16% [2] - Year-to-date gains for the three major indices are 4.22%, 1.61%, and 2.01% respectively [2] Fund Flow Analysis - There was a significant divergence in fund flows, with a net outflow of 285.94 billion yuan on July 9, following a net inflow of 65.68 billion yuan on July 8 [3] - The retail, media, and coal sectors saw the highest net inflows, while the electronics sector experienced a substantial net outflow of 51.40 billion yuan [3] - A total of 41 stocks had net inflows exceeding 1 billion yuan, with notable inflows into stocks like Kuaishou Technology and Chinese Online [3] Sector Performance - The banking sector showed strong performance, with over 80% of bank stocks rising, and several banks reaching historical highs [2] - The market's overall performance was characterized by more stocks declining than advancing, with 1856 stocks rising and 3327 falling on July 9 [2] - The multi-financial sector continued its strong trend, while the overall market saw increased trading activity with a total turnover of 1.53 trillion yuan [2] Market Sentiment and Future Outlook - Analysts suggest that the market's current state reflects high sentiment but lacks strong catalysts for sustained upward movement, leading to increased sector and theme rotation [1][4] - The market is expected to face challenges in breaking through the 3500-point psychological barrier due to accumulated selling pressure above this level [5] - The need for a combination of policy, funding, and sentiment factors to drive the market higher is emphasized, with a significant increase in trading volume required for a breakthrough [5][9] Investment Themes - The current market environment is marked by structural opportunities, particularly in sectors like technology and manufacturing, which are expected to perform well in the coming months [6][9] - The focus on small-cap stocks has been notable, with a positive feedback loop potentially driving indices higher as macro variables change [6] - The potential for resource sectors to perform well in July and August is highlighted, alongside a continued emphasis on technology growth and high-quality companies in manufacturing [7][9]

摘要 1、今天，A股三大指数冲高回落，沪指3500点得而复失，多元金融、传媒板块领涨，原因何在？ 2、 核心CPI同比创14个月来新高，美对部分国家关税落地，A股牛市来了吗？后市哪些板块值得关注？ 3、 上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到先得！ 真话白话说财经，理财不说违心话 --这是第1382 篇白话财经- - 今天，A股出现冲高回落，3500点得而复失。 消息面上，物价走强可能是市场受益的主要原因。 （图片来源：东方财富APP，统计截至2025/7/9，不作投资推荐） 两市成交额1.51万亿元，盘面上，多元金融、银行、传媒等板块逆势上涨，保险、半导体、有色等板块跌幅居前。 分析人士指出， 接下来可以重点观察下成交量的变化，如果能够逐步放大并稳定在1.6万亿元上方，若上证指数能够突破并站稳3500点，则上方空间 有望继续打开。 A股冲高回落，这一数据创14个月新高 对于今天的冲高回落，分析人士认为，3500点上方积累大量历史套牢盘，需持续放量才能有效突破。今日沪深两市成交未能持续放大，导致抛压释放。 但是从消息面上，利好不断。 1、 核心CPI同比创近 ...

Group 1 - The core viewpoint of the article suggests that the recent performance of the A-share market has been stronger than expected, driven by optimism regarding the transition from old to new economic drivers, particularly in technology and consumption sectors [1][11]. - The article highlights that the recent CPI data showed a year-on-year increase of 0.7%, while PPI fell by 3.6%, indicating a divergence in inflation trends that could impact market sentiment [3][6]. - The banking sector has shown resilience, with major banks reaching historical highs, contributing to the market's fluctuations around the 3500-point mark [11][12]. Group 2 - The article discusses the cautious outlook from Citigroup regarding inflation trends, emphasizing the need for more policy actions to stabilize the economy [9]. - It notes that the supply-side reforms are showing mixed results across different industries, with automotive PPI stabilizing while other sectors like black metals are experiencing negative trends [6][9]. - The article mentions that the upcoming political meetings and policy announcements will be critical for market direction and investor sentiment [9][13]. Group 3 - The article reports significant earnings growth projections for several companies, with estimates indicating a net profit increase of 126% to 148% for Yonghe Shares and a staggering 2443% to 2835% for Shenda Shares, driven by rising product prices [20]. - It highlights the active performance of the entertainment sector, particularly with the upcoming release of a popular sequel, which has positively influenced related stocks [12][20]. - The article also notes the recent developments in smart parking technology by BYD, marking a significant advancement in the automotive sector [18].

7月9日，在多元金融板块的带动下，上证指数盘中又见3500点。纵观本轮行情，以价值投资理念为主 流、金融股为代表的绩优股价值回归，生物医药、人工智能等硬科技股百花争艳，叠加并购重组政策等 利好组合拳，3500点有着更丰富的市场意义。 本轮行情中，价值投资理念已然成为市场的主流。以金融股为代表的绩优股开启了估值回升之旅，这并 非偶然。在经历了一段时间的市场波动与调整后，投资者愈发理性，不再盲目追逐短期热点，而是将目 光聚焦于企业的内在价值。金融股凭借其稳定的业绩、良好的现金流以及较低的估值，吸引了大量长期 资金的入驻。 此外，并购重组政策也在助力市场生态持续优化。并购重组政策的利好组合拳，为A股市场的发展注入 了新的动力。并购重组是企业实现快速扩张、优化资源配置、提升竞争力的重要手段。政策的支持使得 优质企业能够通过并购重组实现产业整合和升级，淘汰落后产能，提高行业集中度。这不仅有助于提升 上市公司的整体质量，还能增强市场的稳定性和抗风险能力。 同时，并购重组为投资者提供了更多的投资机会和选择，进一步激发了市场的活跃度。在政策的引导 下，A股市场的生态正在不断优化，向着更加健康、有序的方向发展。 这种价值回归不 ...

最新一期业绩显示，2025年一季报，公司实现营业收入23.50亿元，同比-8.74%；净利润3.92亿元，同 比-58.32%，销售毛利率52.97%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)10中粮资本45.5324.911.39301.38亿行业平均 45.3944.681.87233.78亿行业中值28.7824.802.06189.73亿1江苏金租12.1012.341.46363.18亿2陕国投 A13.7413.941.04189.73亿3越秀资本15.4816.751.25384.31亿4国网英大17.5219.621.40308.80亿5渤海租赁 18.1723.810.68215.22亿6浙江东方20.1722.621.34211.75亿7瑞达期货24.1324.683.3094.44亿8中油资本 26.9924.321.101131.47亿9南华期货30.5830.593.38140.07亿11永安期货52.1745.942.06264.18亿12海德股份 63.5137.302.32123.14亿 从行业市盈率排名来看，公司所处的多元金融行业市盈率平均45.39倍，行业中 ...

从行业市盈率排名来看，公司所处的多元金融行业市盈率平均45.39倍，行业中值28.78倍，陕国投A排 名第6位。 股东方面，截至2025年6月30日，陕国投A股东户数109849户，较上次增加1142户，户均持股市值35.28 万元，户均持股数量2.76万股。 陕西省国际信托股份有限公司的主营业务是信托业务、固有业务和投资顾问等中介业务。公司的主要产 品是资产服务信托、资产管理信托、公益慈善信托、自有资金贷款、投资业务、金融顾问服务、资产管 理服务。 最新一期业绩显示，2025年一季报，公司实现营业收入7.06亿元，同比-1.15%；净利润3.87亿元，同比 5.27%。 7月9日，陕国投A今日收盘3.71元，上涨2.77%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到13.74倍，创126天以来新低，总市值189.73亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)2陕国投A13.7413.941.04189.73亿行业平均 45.3944.681.87233.78亿行业中值28.7824.802.06189.73亿1江苏金租12.1012.341.46363.18亿3越秀资本 ...

【导读】传媒板块持续活跃，周杰伦概念股 巨星传奇盘中涨超100% 中国基金报记者 晨曦 大家好！来一起关注上午的市场行情和最新资讯～ 7月9日上午，A股市场震荡拉升，大盘成功站稳3500点。截至午间收盘，上证指数涨 0.29%，深证成指涨0.36%，创业板指涨0.8%。 | 3507.69 | None | 10626.87 WW | I was 2198.44 | | --- | --- | --- | --- | | 上证指数 +0.29% | | 深证成指 +0.36% | 创业板指 +0.80% | 全市场半日成交额为9691亿元，较上日放量838亿元；全市场2083只个股上涨，3054只下 跌。 盘面上，上午多元金融、文化传媒、电信、食品等板块走高，短剧游戏、鸡产业、CRO、谷 子经济等概念股维持热度；贵金属板块下挫，稀土永磁、半导体等概念股不振。 | CRO | 炒股软件 | 水泥制造 | 中文语科库 | | --- | --- | --- | --- | | 2.05% | 1.81% | 1.77% | 1.63% | | 多模态模型 1.52% | 谷子经济 1.45% | 慣矿 -1.06 ...

A股午评：沪指站上3500 多元金融概念盘中走高 金十数据7月9日讯，今日早盘，A股三大指数开盘涨跌互现，盘中走高，盘尾稍有回落。截至中午收 盘，上证指数收涨0.29%，报3507.69点，深证成指收涨0.36%，创业板指收涨0.8%。多元金融概念涨幅 居前，越秀资本、南华期货等多股涨停；短剧互动游戏概念盘中拉升，中文在线涨超13%；工程建造相 关概念走高，四方新材领涨；除此以外，大医药板块回升，托育服务、银行、电源设备、可控核聚变等 概念早盘收涨。稀土永磁概念今日回调、贵金属、存储芯片、保险、船舶制造等概念早盘走弱。资金面 上，沪深两市半日成交额达9553万亿，较昨日放量约823亿，主力资金净流出约226亿。 ...

A股多元金融概念持续活跃，越秀资本涨超7%，南华期货、永安期货、五矿资本、瑞达期货等个股跟 涨。 ...